Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Care One Management 401(K) Plan is a benefit plan reported by Care One Management, LLC under EIN 22-3563457 and plan number 001. The latest loaded filing year is 2023. The filing reports 36 participants and $101,699,082 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $101,699,082
- Total liabilities (EOY)
- $34,614
- Net assets (EOY)
- $101,664,468
- Net assets (BOY)
- $85,472,208
Income & contributions
- Employer contributions
- $1,118,620
- Participant contributions
- $10,057,862
- Total contributions
- $12,048,665
- Total income / additions
- $26,379,864
Expenses & distributions
- Benefits paid
- $9,832,786
- Administrative expenses
- $338,731
- Total expenses
- $10,269,496
- Net increase / (decrease)
- $16,110,368